See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $6,963 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,609 | $50,815+7.5% | $155,509-64.9% | $77,643-29.7% |
| Participation rate | 69.8% | 63.1%+6.7pp | 78.2%-8.4pp | 70.6%-0.8pp |
| Annual return | 13.31% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,571 | $1,993-21.1% | $4,672-66.4% | $2,726-42.4% |
| Participant deferral / active EE | $3,054 | $2,822+8.2% | $5,626-45.7% | $4,647-34.3% |
| Admin fee / account holder | $195 | $437-55.4% | $15,912-98.8% | $430-54.7% |